Sizemore Capital Management, LLC
Sizemore Capital Management, LLC is an SEC-registered wealth manager in San Isidro with $109.4M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Sizemore Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146961, SEC 801-120310, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $109.4M (2026-01-20)
- Firm type
- Wealth Manager
- Location
- San Isidro
- Employees
- 3
- Clients
- 79
- CRD
- 146961
- Ownership
- SIZEMORE, CHARLES, LEWIS
How much AUM does Sizemore Capital Management, LLC have?
Sizemore Capital Management, LLC reported $109.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Sizemore Capital Management, LLC?
Disclosed owners and executives of Sizemore Capital Management, LLC include SIZEMORE, CHARLES, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.